Holistic financial planning

Our firm provides a single service offering: ongoing comprehensive financial planning and investment management for an annual flat fee.

We will cover all areas of your financial life as you transition to retirement and help you align your money with what you value most.

What it Costs:

We appreciate transparency, and we know that fees matter. Our fee is not just based on your portfolio size, but on the complexity of your situation and the estimated time, research, and resources required to provide services to you. Our fees are subject to negotiation and are always transparent and agreed upon up-front.

• Couples: $12,000 per year*

• Individuals: $10,200 per year*

These fees are inclusive of investment management services

Your annual fee is expected to increase over time with inflation, as measured by CPI-U

*Fees may be higher for clients with investible assets above $3 million or for more complex situations (e.g., business owners, highly structured legal estates, private or illiquid investments, multiple rental properties, or other complexities). We will quote you a fee amount after our initial consultation.

Investment management

Too busy or don’t enjoy managing investments?

Let us handle the implementation and monitoring. This ensures we always have accurate and up-to-date information about your portfolio and don’t have to bug you for it. It can also make financial sense to task Oakleigh with managing your accounts, as our fee can be withdrawn directly from pre-tax accounts (meaning you are paying some or all of it with pre-tax dollars).

When we manage your investments, it is always a collaborative effort. You are involved in developing the initial plan and making material changes to it. Clients always have real-time access to their holdings, reports, and all account activity.

What it Costs:

Investment management is included in our ongoing fee.

We occasionally offer one-time services on a fixed fee or hourly basis for special projects or limited-scope analyses. We’ll provide an upfront estimate for the cost of any engagement.

Pricing:

Fixed fee calculated using an estimated time required and a rate of $400 per hour.